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Personal Financial Snapshot

I want to be able to quarterly, or more commonly, easily enter (copy and paste) in information about a variety of investment, start and finish date, rate of return, and see how they are doing. Items would include: loans, stocks, owned properties, cash, assets, and view would be: per chart of asset distribution, rate of return, etc etc. I expect a variety of pages would be needed from each institution (to easily copy and paste their info in the format they send to me), and a summary page.


Kĩ năng: Excel, Nhập liệu, Kế toán, Tài chính, Xử lí dữ liệu

Về khách hàng:
( 0 nhận xét ) Canada

ID dự án: #34833701

47 freelancer chào giá trung bình $20/giờ cho công việc này


I ma ready to start work on it. Can you send me desired format file if any? Thank You.

$15 CAD / giờ
(388 Nhận xét)

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$20 CAD / giờ
(536 Nhận xét)

I am a Certificed Professional Accountant and MBA finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting the job r Thêm

$20 CAD / giờ
(634 Nhận xét)
(440 Nhận xét)

Hi, I will be glad to assist you with that. I am an experienced Financial Analyst and Financial Accounting expert holding years of experience in Financial Analysis, Financial Modeling and Corporate Finance. Lets discus Thêm

$15 CAD / giờ
(333 Nhận xét)
(273 Nhận xét)

I am an Excel, Google sheets, Google scripts and VBA specialist with a lot of experience in creating complex automation tools, formulas, databases, queries and macros. You may check my portfolio website here: http:// Thêm

$25 CAD / giờ
(231 Nhận xét)

Greetings! Hope you are doing well and safe. I am Certified in Accounting and Finance, with 13 years of experience in accounting, financial programming and taxation. Please check my profile for feedback on similar Thêm

$25 CAD / giờ
(137 Nhận xét)

Dear Sir/Madam, I am an expert Accountant, finance academic writer, researcher, and bookkeeper. I am ACCA (Chartered Accountant). I am expert in EXCEL, QB, XERO, MYOB, and WAVE. You can see my profile. I do have the ab Thêm

$23 CAD / giờ
(155 Nhận xét)
(46 Nhận xét)

Hi sir I can do this task easily I can easily copy and paste their info I understand you want me to copy paste info about start and finish date, rate of return, and see how they are doing. Items would include: loans, s Thêm

$20 CAD / giờ
(60 Nhận xét)

Hi, i am expert in capital budgeting investment analysis, financial analysis budgeting and forecasting. i am a qualified ACCA, MBA, and have experience in this field, I can easily handle this task, there will be no ch Thêm

$18 CAD / giờ
(66 Nhận xét)

Hello, I am an expert in Accounting. I can help you in your project. I have completed these projects. Please have a look: https://www.freelancer.com/projects/finance/DCF-valuation-using-FCFE-WACC/reviews https://ww Thêm

$20 CAD / giờ
(51 Nhận xét)

Dear Employer, personal assistant Already do many similar project and completed it within your budget, time My Qualifications as under -: #Chartered Accountant(ACCA/CPA) #Lawyer/advocate #Masters in commerce #Certif Thêm

$15.88 CAD / giờ
(46 Nhận xét)

Hi! We are a professional accounting firm having seven years-long exposure in the accounting field. Our team also includes professionals from high-end qualifications like Chartered Accountancy. We handle clients for a Thêm

$22 CAD / giờ
(15 Nhận xét)

I AM AVAILABLE RIGHT NOW ------------------------------------------------ Greetings! ----------------- I’m very much interested to your requirements and Job openings. I am a Professional in Accounting , Data entry and Thêm

$25 CAD / giờ
(114 Nhận xét)

Hi I have reviewed your project and believe I am a suitable candidate for you to consider. A bit about myself, I am a chartered accountant equalivent to (CPA USA and ICAEW UK) with Seven years' experience working wit Thêm

$25 CAD / giờ
(33 Nhận xét)

Hi, I am an ACCA finalist from the Association of Chartered Certified Accountants, UK, and have a professional experience of 6+ years in accounting & finance. I provide consultancy services of bookkeeping, accounts, b Thêm

$17 CAD / giờ
(35 Nhận xét)

Hi there! I am Monica. I just checked the posted project titled ( Personal Financial Snapshot )and I’m interested in working with you. A well-written paper contains the results of original research and must be suppo Thêm

$15 CAD / giờ
(23 Nhận xét)

Hi there, I am a Professional Data Entry Person & have More Than 7 Years Experience. My skills: 1: Microsoft word 2:Microsoft excel 3: Power Point 4: Pdf to word file Here is just a small overview of My Services how I Thêm

$15 CAD / giờ
(14 Nhận xét)